Web Organizer fees
Web Organizer
feesYou only need an
Organizer
license to transmit Web Organizer
from UltraTax CS
to NetClient CS
. If your firm isn't licensed for NetClient CS
, your firm is subject to per-return Web Organizer
fees. Fees are assessed as follows:- There is a transmission fee when you transmit theWeb OrganizerviaCS Connect, and a retrieval fee when a completedWeb Organizeris retrieved intoUltraTax CS.
- The fees associated with transmitting and retrievingWeb Organizersapply toWeb Organizersonly. They aren't for paper or emailOrganizers.
- These fees are charged once per taxpayer SSN.
- You'll only incur charges the 1st time you transmit and retrieve theWeb Organizer.
- Your firm can transmit and retrieve a client'sWeb Organizeras many times as necessary.
